Dashboard and lists

Introduction

There are two entry points in the top bar of the map:

The two are connected. Almost every figure on the dashboard can be clicked and opens the list with the rows behind that number. When you close that list you return to the dashboard with the same filters.

Each indicator has a traffic light: green if it meets the target, amber if it reaches the acceptable level and red if not. The targets are set by your company (see Changing the targets).

Period figures and today's snapshots

Each figure is one of these two types:

• Period: what happened between the two dates in the bar. For example, completed work orders or the average resolution time.
• Today's snapshot: the current status, regardless of the dates. For example, active, pending or overdue work orders, and SLA at risk.

The tables in this manual state which type each figure is. Changing the period does not change today's snapshots.

Prerequisites

Reportes → Ver on its own does not show amounts or staff tracking. By default, Costes and Seguimiento personal are held by Administrador (Administrator) and Supervisor.

The permissions of each role are explained in Tenant administration.

What the dashboard shows also depends on what your company has:

• Dashboard level. With the Esencial (Essential) and Profesional (Professional) profiles of “Cómo trabaja tu empresa” (How your company works), the dashboard is basic: only the operational figures, the overdue WOs and the trend and breakdown charts, without Envíos (Scheduled reports) or the work type filter. With Avanzado (Advanced) it is shown in full. This is changed in Tenant administration.
• Modules and capabilities. Without SLA contracted, Resolución en plazo (On-time resolution) and the deadline indicators in the second row are not shown. Without incidents, preventive maintenance, inventory, branches or sectors, their figures and filters disappear. The customer filter only appears with the customers module (Customers and SLA).

This manual describes the full dashboard.

Opening the dashboard and filtering

Click the Panel de Control icon in the top bar. It always opens with the last month. The customer, zone and work type you chose are kept until you reload the page.

The bar at the top has all the filters. Any change recalculates the whole dashboard.

A work order is “on assets” if it has at least one linked asset. The rest are located at a point or in an area, or have no location.

To close the dashboard, click the blue X on the right or press Escape.

The main indicators

The first two rows are the indicators with a traffic light. Below each value there is a progress bar and the target (“Obj.”). Hover over the (i) icon on each card to read its definition.

When a figure cannot be calculated, “s/d” (no data) is shown instead of 0. For example, Resolución en plazo when no work order with a deadline was completed in the period.

Row 1: the pulse

Resolución en plazo and T. Medio Resolución are compared with the previous period of the same length: “▲ 2.2% vs. 92.1% anterior”. The colour says whether the figure has improved or worsened, not whether it has gone up. With Todo there is no comparison.

The (i) explanations of Cumpl. Preventivo, Disponibilidad, Backlog and T. Medio Resolución end with your company's target and acceptable level, the same ones that colour the card.

With the Todo period, the Backlog rate is measured from the first completed WO up to today.

Row 2: service quality

The first three cards and the two incident cards only appear with SLA contracted (the incident cards also require your company to record incidents). The SLA deadline is counted in working hours: it only consumes the working day and excludes public holidays. Deadlines are configured in Customers and SLA.

A low Wrench time indicates fragmented or blocked work. For work orders lasting several days it is normal for it to be low, because nights count as waiting time.

Row 3: operational figures

SLA en riesgo, SLA incumplido, Resolución en plazo and Backlog can also be clicked.

Dashboard tables and charts

Scroll down with the mouse wheel to see the rest. All sections use the filters in the bar, except where stated.

OTs Vencidas (Overdue WOs)

The 10 open work orders that have been past their due point the longest (due date, SLA deadline or planned end, in that order), with the days of delay and the customer. It is a snapshot of today.

Análisis Técnico (Technical analysis)

In the basic dashboard this section is called Evolución y Distribución (Trend and breakdown) and does not include the five figures at the top.

Análisis de Solicitudes (Request analysis)

Summarises the incidents recorded in the period: Reportadas (Reported), Solucionadas (Solved), Rechazadas (Rejected) and Pendientes (not reviewed, or approved but unresolved).

Working hours are counted in the same way as SLA deadlines: only within working hours and on working days, excluding public holidays. The two charts repeat these figures: Estado de Incidencias (Incident status) and Tiempos de Respuesta (horas de jornada) (Response times (working hours)).

Análisis de Performance (Performance analysis)

Counts, per person, the WOs created in the period for which they are the responsible person. The OTs por Técnico y Estado (WOs by technician and status) table breaks them down by status. Distribución de Carga (Workload distribution) compares each person's total. At most 15 people are shown, those with the most work orders first.

Trabajo con y sin activo (Work with and without asset)

Compares work on assets with work done at a point (public highway, citizen report), in an area (a square, a stretch of road) or with no location. This section always uses all work: it ignores the Sobre activos / Sin activo filter in the bar.

• Órdenes de trabajo por ubicación (Work orders by location): per class, WOs created in the period, active, completed, overdue, average execution days (T. res. (d) (Res. time (d))) and % finished before their due point (En plazo (On time)).
• Incidencias por ubicación (Incidents by location): total, open and average hours until closure.
• Zonas con más trabajo sin activo (Zones with most work without an asset): sectors where work orders and incidents without an asset are concentrated. Whatever recurs in a zone is a candidate for registering in the inventory, so that it has its own history.

Click the name of a class (for example, En un punto (At a point)) to open the list of those work orders or incidents.

Por zona (By zone)

One row per branch and per sector. Activas (Active) and Vencidas are today's snapshot; Compl. (Completed), those closed in the period. Only shown if your company works with branches or sectors (Branches and sectors).

Click the name of a zone to filter the whole dashboard by it. Click it again to remove the filter.

Capacidad del personal

Compares each person's shift hours with the work they have.

Without Reportes → Seguimiento personal, the section does not show each person's Horas trabajadas or Utilización.

The table runs from the most loaded person to the least. Shifts and absences are configured in Work calendar.

Flota y seguimiento

Shown if your company has fleet control or staff tracking. It adds up the kilometres, driving hours and fuel of the trips in the period. With tracking, it adds three alerts: Visitas sin registrar (Unrecorded visits), En curso sin GPS (In progress without GPS) and Días fuera de turno (Days outside shift).

The drop-down groups the table Por persona (By person), Por vehículo (By vehicle) or Por mes (By month). Click a person to close the dashboard and see their position on the map. It only uses the dates in the bar. The details are in Fleet and GPS tracking.

This section only appears with Reportes → Seguimiento personal.

Costes reales

What was spent in the period: labour, materials and vehicle, grouped by customer, task type, branch, sector or month. The Ver por OT → (View by WO →) link opens the detail in the admin area with the same dates and filters as the dashboard. Everything is explained in Costs and reports.

This card only appears with Reportes → Costes.

Indicadores de Mantenimiento (Maintenance indicators)

They only count work on assets.

The Pareto 80/20, Top 10 Activos and Activos Críticos count the incidents recorded in the period, with the customer, zone and work type in the bar.

From the figure to the list

Click a card with a hand cursor (for example, Vencidas). The list opens with the same rows the dashboard counted:

• same customer, branch, sector and work type;
• same period for period figures, and no date for today's snapshots.

When you close the list with the X you return to the dashboard as you left it. Clicking the (i) icon on a card does not open the list.

Scheduled email reports

Envíos sends the dashboard summary as a PDF by email, every day, week or month. Each scheduled report carries the filters the dashboard had when it was scheduled. Recipients can be people outside Maptainer.

Scheduling a report

1. Open the dashboard and choose the customer, zone or work type you want to summarise. The period in the bar is not saved.
2. Click Envíos and then Programar envío (Schedule report).
3. Fill in the form and click Programar (Schedule). “Envío programado” (Report scheduled) appears.

If any recipient is not a user of your company, when you click Programar or Guardar (Save) “Destinatarios de fuera” (External recipients) appears. It lists those addresses and says which figures they will receive in the PDF: the saved filters or “todo el trabajo de la empresa, de todos los clientes” (all the company's work, for all customers). Click Sí, enviárselo (Yes, send it to them) to save or Revisar (Review) to correct.

A portal user counts as external unless the report is filtered by their own customer.

Monitoring and changing reports

The list shows, for each report, Cuándo (When) it is sent, the Destinatarios, the Próximo (Next) send and its Estado (“Pausado” (Paused), “Sin envíos” (No sends) or the result of the last one: “En cola” (Queued), “Enviando” (Sending), “Enviado” (Sent), “Fallido” (Failed)). “Con filtros” (With filters) under the name indicates that it does not summarise the whole company.

A failed send is retried automatically up to 3 times. The history is kept for three months. Without Configuración Global → Editar you only see the list and the history.

Changing the targets

The targets only change the colour of the indicators. They do not change any deadline or any date.

1. In the user menu, click Configuración.
2. Scroll down to Objetivos del Panel de Control (Dashboard targets).
3. For each indicator, enter the Objetivo (Target, green) and the Aceptable (Acceptable, amber). For those marked “menos es mejor” (less is better) they are maximums.
4. Click Guardar configuración (Save settings).

The acceptable level cannot be more demanding than the target. Resolución en plazo, Respuesta en plazo, SLA incumplido and the two incident indicators are not here: they are changed in the SLA section of the same page, together with the SLA en riesgo percentage. The rest of Configuración General (General settings) is explained in Tenant administration.

Lists

Opening a list

Click the Listados icon in the top bar. The drop-down shows your favourites or, if you have none, the featured lists: Órdenes de trabajo (Work orders), Incidencias and OT fuera de SLA o en riesgo (WOs outside SLA or at risk).

Click Todos los listados to see the full index, grouped by category.

• Buscar listado… (Search list…) searches the name, the description and other related words (“contadores” (meters), “compras” (purchases)…). If only one is left, Enter opens it.
• The categories on the left filter the index. Favoritos (Favourites) appears when you have any.
• The star on each card adds it to or removes it from Favoritos. Favourites replace the featured lists in the drop-down.

Available lists

You only see the ones your role allows and that your company has contracted.

OT fuera de SLA o en riesgo requires SLA contracted; the reading lists, the meter reading module (Reading batches); Stock bajo mínimos, inventory (Inventory and warehouses).

Working with a list

1. Adjust Desde (From) and — (to) and click Filtrar (Filter). When you open it from the index, the dates are the last month.
2. Under Estado, tick one or more statuses. Todas (All) removes the filter. For work orders, each status shows the number of WOs with the current filters.
3. Choose the Ubicación (Location): Sobre activos, Sin activo, En un punto, En un área (In an area) or Sin ubicación (No location).
4. Choose the Cliente (Customer). If you have a customer selected on the map, the list takes it from there.
5. Click a column header to sort. At the bottom you choose how many rows to see per page.

The eye at the end of each row opens the record: of the work order, the incident or the asset. The list is minimised into a floating box; click its title to expand it again.

Ver en el mapa (View on map) minimises the list and takes the same rows to the map and to the right-hand panel. It only exists in the work order and incident lists. When you close the list, the map returns to its previous filter.

The < button to the left of the title returns to the list index.

Cumplimiento del preventivo

Each work order generated by a schedule has a Resultado (Result):

The percentage at the top is “on time” over what should already have been done: those still within the deadline and those cancelled do not count. Click one of the figures in the summary to see only those rows; click it again to remove the filter. Schedules are explained in Preventive maintenance and maintenance types.

Exporting

The CSV and PDF buttons export the rows visible with the current filters, in the order of the table.

• CSV: semicolon-separated, ready to open in a spreadsheet.
• PDF: landscape, with your company's name and logo and the generation date.

Exporting requires Reportes → Exportar. Without that permission the CSV and PDF buttons are not shown.

The work order, incident and reading lists bring at most 500 rows. If rows have been left out, when you export “El listado está recortado” (The list has been truncated) appears. Click Cancelar (Cancel) and narrow the dates, status or customer, or click Exportar lo que se ve (Export what is shown).

Common problems

Last updated: OCT 2, 2026